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By message of the FFMS of Russia from Dec 28, 2011 #11-68/pz-n (as amended on Dec 04, 2012) "On Approval of the Procedure of keeping an agreement registry", the information about MAs and transactions executed under such MAs shall be recorded in the repository registry. MA information will be transferred to the registry in the following cases:
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The web-client’s form of the Master Agreement contains records of registered and terminated MAs (Fig. 1,1) and list of organizations the counterparty has concluded MAs with (Fig. 1,2).
Fig. 1 – form of the Master Agreement
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The Master Agreement tab opens by default when clicking on the section (Fig. 3). It contains a table listing all the counterparty’s MAs, available for viewing by the current user.
Fig. 3 – Master agreement tab
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| Button | Function |
|---|---|
 | Create a draft under the MA |
| Calls the MA preview form | |
| Calls a edit form for registering changes in the conditions of MA (available for BRA) | |
| Calls a edit form for terminating the MA (available for BRA) |
Web-client allows searching and sorting MAs by filters (Fig. 6).
Fig. 6 – filter settings
Description of filters available in the Web-client is provided in Table 2.
Table 2 – Transaction log filters
Filter Name | Description |
|---|---|
| Instruments | Selecting the type of transaction. Displays the MAs, where the selected instruments are used |
| Master agreement code | Selecting the master agreement code. Displays the MAs, whose code fully or partially match the code typed in the search box |
Roles | Choosing roles. Displays the MAs, in which the organization of the current user plays the selected role |
| Date range | Setting the time interval. Displays the MAs, which were modified within the specified time period |
| Active only | Checking the Active only box. Displays only active MAs (not yet terminated) |
To apply filters it is necessary to open the settings panel by clicking 
, setup filters and click . As a result the table will display MAs matching the search criteria.
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These tables are subject to information display settings, described in section General Settings. |
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The table shows the following information about the counterparty:
- repository code (Fig. 7.1);
- name of organization (Fig. 7.2);
- role of the MA participants (Fig. 7.3);
- list of MAs, where the party plays a corresponding role (Fig. 7.4).
Fig. 7 – Parties tab
A MA can be viewed by clicking on its registration number (Fig. 8)
Fig. 8 – viewing the MA
The Parties tab only allows filtering by role the parties play in various MAs. Table 3 describes categories of the Party Role filter.
Table 3 – Categories of the Party Role filter
| Category name | Description |
|---|---|
| All | Displays all participants |
Clients (RAs) | Displays parties for which the current user’s organization is an RA |
| Clients (BRAs) | Displays parties for which the current user’s organization is a BRA |
| Counterparties | Displays counterparties |
| RAs | Displays parties that are an RA for which the current user’s organization |
| BRAs | Displays parties that are a BRA for which the current user’s organization |
To display information about what master agreements have the necessary parties playing certain roles use the Parties filter. Filter by a set of participants settings are described in the General settings section.
To apply filters it is necessary to open the settings panel by clicking , install filters and click . As a result the table will display MAs matching the filter criteria.
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These tables are subject to information display settings, described in section General Settings. |
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